Client Portal Guide

How to Place an eRecording Order

Send us a deed, lien or other document and we will record it electronically with the county recorder. We advance the recording fees and send you the recorded copy.

Start here

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What you will need

The document to record, and each supporting document, as separate PDF files
The county where the document will be recorded
The name of the person or company you are recording for
Your file or billing number, if you use one

Why we ask for uploads:To avoid submission errors, we ask you to upload your documents so we can compare them with the originals you mail us, and so nothing is submitted out of order. We only submit original documents scanned and uploaded by our staff.

1 Click Place an Order

2 Choose County Recording

In What would you like us to do?, select County Recording.

County Recording in the What would you like us to do list

3 Choose the county

In Select County, choose the county where the document will be recorded. The county recorder’s office appears under Jurisdiction. Click Next.

Select County and Jurisdiction on the Order Info tab

Recording outside California?Select any county, and give the state and county where the document will be recorded in Special Instructions (step 8).

4 Skip the case number

On the Case Info tab, check Check here if you do not have a Case Number. Click Next.

Case Info tab with no case number checked

5 Add who you are recording for

In the Add Party window, choose Person or Organization and enter the name of who you are recording for. Enter your file number in Billing Code if you use one. Save, then click Next.

6 Upload your documents

On the Documents tab, keep Upload selected (1). Type the name of the document you are recording in Document Title (2), then click Upload from Computer (3).

Upload each supporting document as its own file. Common supporting documents include the Preliminary Change of Ownership Report (PCOR), the Documentary Transfer Tax affidavit (DTT) and the Change in Ownership Statement (COS).

Upload, Document Title and Upload from Computer

6A Or upload from Clio or NetDocuments

Upload from Computer menu with Clio and NetDocuments

If your firm keeps its files in Clio or NetDocuments, you can attach the document from there instead of from your computer. Click the arrow next to Upload from Computer and choose Clio or NetDocuments. Sign in if asked, then pick the file.

For the full steps, see Using Clio with Direct Legal Support or Using NetDocuments with Direct Legal Support.

7 Let us advance the recording fees

Your documents are listed under Title. Under Court fees, choose Direct Legal Support is authorized to advance Court Fees. If you choose not to pay fees and the recorder requires one, the recording is rejected. Click Next.

Uploaded document and the Court fees choice

8 Choose the service level and submit

On the Order Details tab, choose when you would like the document recorded. The times are based on when we submit the document to the recorder, not on when the recorder records it.

Add any Special Instructions (1), choose who gets Notifications about the order (2), and click Submit (3).

Special Instructions, Notifications and Submit

After you order

Mail us the original documents
Follow your order under Pending Orders on your dashboard
Find completed orders and their documents under Closed Orders

Good to know

Counties and rates: see directlegal.com/e-record.

Need it sooner than the times shown? Call us at (800) 675-5376 before you place the order.

Questions? We’re here to help.

Call our Litigation Division Monday to Friday, 8:30 a.m. to 5:00 p.m. Pacific, or email info@directlegal.com. Ready to order? Log in to the portal.

(800) 675-5376

Prefer paper? Download this guide as a PDF to print or save. More guides: Client Portal Guides.